HomeMy WebLinkAbout12-29-14 NOTICE OF INHERITANCE TAX A Pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX Of /D`�IVISION (� REV-1547 EX AFP (11-14)
PO BOX 280HARRIISBURG6P I29 D'6D1E D G F E I C E "F
REGISTI T�' OF WILLS
DATE 12-29-2014
2019 OEC 29 cm 12 L3 ESTATE OF SHELLER LAWRENCE E
u 1 1 � DATE OF DEATH 09-11-2013
CLERK OF FILE NUMBER 21 13-1157
COUNTY CUMBERLAND
DAVIORPHAt'IS' C'F�AN;I;LTON C.
ACN 101
20C�OLVID�STr,^ :t APPEAL DATE: 02-27-2015
PO BOX 40 (See reverse side under Objections)
SHIPPENSBURG PA 17257-0040 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE � RETAIN LOWER PORTION FDR YOUR RECORDS (--
-------------------------------------------------------------------------------------------
REV-1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SHELLER LAWRENCE EFILE NO. :21 13-1157 ACN: 101 DATE: 12-29-2014
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 113,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portionof this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 2,793.43
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
S. Total Assets (8) 115,793.43
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10,289.23
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 89,707.89
11. Total Deductions (11) 99,997. 12
12. Net Value of Tax Return (12) 15,796.31
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 15,796.31
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 19 will
reflect figures that include the total of all returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at spousal rate (15) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 1 9i,796-Al X 045 = 710.83
17. Amount of Line 14 at sibling rate (17) nn X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 710.83
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
07-28-2014' CDO19493 .00 710.83 -
12-22-2014 SBADJUST .00 2.74
TOTAL TAX PAYMENT 710.83
BALANCE OF TAX DUE .00
INTEREST AND PEN. . 00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE•(^\
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.